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iShares MSCI ACWI ETF

248 hedge funds and large institutions have $2.29B invested in iShares MSCI ACWI ETF in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 86 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

6% more funds holding

Funds holding: 233248 (+15)

6% more capital invested

Capital invested by funds: $2.16B → $2.29B (+$124M)

4% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 83

2% less call options, than puts

Call options by funds: $521M | Put options by funds: $533M

1.85% less ownership

Funds ownership: 36.43%34.58% (-1.9%)

Holders
248
Holders Change
+15
Holders Change %
+6.44%
% of All Funds
6.17%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.62%
New
35
Increased
86
Reduced
83
Closed
17
Calls
$521M
Puts
$533M
Net Calls
-$11.2M
Net Calls Change
+$71.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$202M +$29.7M +480,164 +18%
IC
2
Iconiq Capital
California
$142M -$15.6M -252,252 -10%
JMPWA
3
JP Morgan Private Wealth Advisors
California
$114M +$5.84M +94,385 +6%
ST
4
Sageworth Trust
Pennsylvania
$113M -$917K -14,818 -0.8%
Morgan Stanley
5
Morgan Stanley
New York
$110M +$16.9M +272,856 +19%
Citigroup
6
Citigroup
New York
$109M +$67.6M +1,092,054 +171%
3AM
7
3EDGE Asset Management
Florida
$92.8M +$90.6M +1,462,700 +34,826%
SP
8
Sarasin & Partners
United Kingdom
$79.9M -$5.91M -95,453 -7%
PP
9
Prudential plc
United Kingdom
$69.1M +$28.8M +465,320 +74%
JP Morgan Chase
10
JP Morgan Chase
New York
$63.7M +$898K +14,505 +1%
Bank of America
11
Bank of America
North Carolina
$58.7M -$74.1M -1,197,359 -56%
Citadel Advisors
12
Citadel Advisors
Florida
$52.1M +$51M +823,365 New
S
13
Schroders
United Kingdom
$50M +$48.9M +790,319 New
BM
14
Brandywine Managers
Delaware
$48.2M -$64.6M -1,043,000 -58%
PWPCM
15
Perella Weinberg Partners Capital Management
New York
$47.2M +$3.19M +51,470 +7%
AL
16
Aspiriant LLC
California
$46.9M +$19.3M +312,052 +73%
Jane Street
17
Jane Street
New York
$45.2M +$43.7M +705,322 +8,284%
HSBC Holdings
18
HSBC Holdings
United Kingdom
$36.7M +$12M +193,292 +50%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$32.8M -$21M -338,760 -40%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$31.3M +$1.2M +19,451 +4%
HNB
21
Huntington National Bank
Ohio
$30.1M
UBS Group
22
UBS Group
Switzerland
$29M +$1.83M +29,510 +7%
TLIC
23
Thai Life Insurance Company
Thailand
$24.8M -$3.84M -62,000 -14%
Cerity Partners
24
Cerity Partners
New York
$23.5M +$23M +370,794 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$22.7M -$25.3M -407,953 -53%